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Generalist customer-operations role, metro location, early-career range, and broad skill requirements.
Customer operations skills are broadly transferable across industries; insurance experience is a plus but not mandatory.
Explicit 1–3 year requirement and customer-support experience required, though industry experience is optional.
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Deliver accurate and transparent communication regarding policy status and agent compensation to insurance agents.
Manage customer and agent inquiries across multiple channels including email, live chat, SMS, and phone, ensuring high-quality service within defined service levels.
Identify opportunities for process improvements and collaborate with management to implement solutions.
1-3 years of experience in customer support, customer success, operations, or related role.
Bachelor’s degree preferred.
Experience in life insurance or related industry is a plus but not mandatory.
Proficiency with Salesforce or similar support/help desk software preferred but not required.
Detail-oriented with ability to handle complex agent compensation and contract information accurately.
Comfortable working in a dynamic, fast-changing environment requiring strong prioritization and time management.
Strong communication skills and ability to build rapport and trust with insurance agents.